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Updated about 5 years ago,

User Stats

84
Posts
14
Votes
Weina Shi
  • Investor
  • Wellesley, MA
14
Votes |
84
Posts

Anyone used Bank of America for 401k Trust Bank Account?

Weina Shi
  • Investor
  • Wellesley, MA
Posted

Hi,

I just started my solo 401k plan with 

https://www.solo401k.com/

The plan provider has recommended Solera Bank. However, we already have an account with Bank of America and it would be easier if we can get the trust checking checking account with Bofa. Anyone successfully gotten that set up with Bofa? Any tips?

Thanks!

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